What’s been your experience with financial planners? Does the discussion start with a product the financial planner thinks is best for you? If so, you’ll appreciate this podcast in which Marc Bernstein explains why financial planning should have nothing to do with product but everything to do with your goals or the stage of your life or business. He shares with us his unique approach to financial planning, which is detailed in his book, The Fiscal Therapy Solution 1.0. We also discuss the importance of planning your legacy and how talking about your legacy can keep you focused on the future and put positive energy back into your business and your life.
So if you want to know:
– What they don’t teach you in MBA school – Why having a three-year vision is so important – The biggest hindrances to an honest discussion about money – How personal and business finances come together for entrepreneurs – The importance for business owners to know their “end game”
About Marc Bernstein
Marc Bernstein grew up in a family business, gaining first-hand experience about planning for closely held businesses. An attorney, Marc left the practice of law to do something that would really help people create the future they desired for themselves, their families and their businesses. He founded MWealth Advisors, which specializes in solving complexity in his clients’ personal and business lives. His book, The Fiscal Therapy Solution 1.0, takes a fresh look at the financial planning process by moving from the product-based methodology the financial services industry has used for decades to a process that helps people turn their financial dreams into goals and ultimately into reality. More information about Marc and his in-person think tank for manufacturers in Southeastern Pennsylvania is available at www.marcjbernstein.com
About Lois Sonstegard, PhD
Working with business leaders for more than 30 years, Lois has learned that successful leaders have a passion to leave a meaningful legacy. Leaders often ask: When does one begin to think about legacy? Is there a “best” approach? Is there a process or steps one should follow?
Lois is dedicated not only to developing leaders but to helping them build a meaningful legacy. Learn more about how Lois can help your organization with Leadership Consulting and Executive Coaching: https://build2morrow.com/
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